Welcome to our dedicated page for Tower Semiconductor news (Ticker: TSEM), a resource for investors and traders seeking the latest updates and insights on Tower Semiconductor stock.
Tower Semiconductor Ltd. reports developments tied to its role as a pure-play specialty foundry for high-value analog semiconductor solutions. The company provides technology, development and process platforms for IDMs and fabless companies across consumer, industrial, automotive, mobile, infrastructure, medical, aerospace and defense markets.
Recurring updates cover analog and specialty process platforms including SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS and non-imaging sensors, displays, integrated power management, silicon photonics and MEMS. Company announcements also address customer and partner demonstrations, aerospace and defense foundry applications, AI infrastructure and optical networking technologies, quarterly financial results, conference participation, and the multi-fab manufacturing footprint in Israel, the United States, Japan and Italy.
Tower Semiconductor (NASDAQ/TASE: TSEM) will participate in OFC 2026 March 17–19, 2026 at the Los Angeles Convention Center, booth #2221.
Company representatives will discuss its Silicon Photonics (SiPho) roadmap and showcase SiPho and SiGe BiCMOS solutions for telecom, co‑packaged optics, DWDM lasers, FMCW LiDAR and quantum computing. A partner demo schedule will be posted on the company events webpage.
Tower Semiconductor (NASDAQ:TSEM) and Salience Labs announced a partnership to manufacture Photonic Integrated Circuit (PIC) based Optical Circuit Switches (OCS) for AI datacenter infrastructure, moving the program from development into a pre-production phase.
The collaboration leverages Tower's silicon photonics platforms PH18DA (with integrated III-V lasers) and TPS45PH (low-loss nitride waveguides) to target lower latency, higher bandwidth and reduced energy per bit for AI clusters. The release cites Dell'Oro Group's projection that data-center switch spending for AI back-end networks could exceed $100 billion by 2030. Both companies will attend OFC 2026 (March 17–19) for meetings and demonstrations.
Xanadu and Tower Semiconductor (TSEM) expanded their collaboration to advance silicon photonics for fault-tolerant photonic quantum computers on Tower’s high-volume platform. They co‑engineered a custom material stack and production flow to validate Xanadu’s photonic circuit designs at manufacturable scale, aiming to support large-scale quantum information processing.
The work builds on prior joint tapeouts and focuses on ultra-low loss silicon nitride (SiN) and integrated photodiodes to optimize critical component performance for commercial-scale systems.
Tower Semiconductor (NASDAQ/TASE: TSEM) and Scintil Photonics announced availability of the world’s first heterogeneously integrated DWDM laser sources for AI infrastructure using Scintil’s SHIP™ platform.
Key points: LEAF Light™ is production-ready, validated on Tower’s silicon photonics lines, and positioned for high-volume hyperscale deployment with a multi-site manufacturing footprint and a stated path to "millions of units per month."
Tower Semiconductor (NASDAQ: TSEM) reported record Q4 2025 revenue of $440 million (Q4 vs Q4 +14%, Q/Q +11%) and full-year 2025 revenue of $1.57 billion (+9% YoY). Q4 net profit was $80 million ($0.71 basic EPS). The company plans an additional $270 million CapEx for SiPho, totaling $920 million, targeting >5x December 2026 SiPho wafer starts versus Q4‑2025 monthly run‑rate.
Tower Semiconductor (NASDAQ: TSEM) announced a collaboration with NVIDIA on 1.6T data center optical modules using Tower's silicon photonics platform on February 5, 2026. The company says its SiPho technology can enable up to 2x data-rate versus prior silicon photonics solutions, targeting higher bandwidth and throughput for AI infrastructure.
This work is positioned to support NVIDIA networking protocols and scale high-speed optical interconnects for data center and AI deployments.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will attend the Susquehanna 15th Annual Technology Conference on Thursday, February 26, 2026 at the Lotte New York Palace Hotel.
Investors may request one-on-one meetings; interested parties should contact conference organizers or email investor relations at towersemi@kcsa.com for meeting arrangements.
Tower Semiconductor (NASDAQ: TSEM) will release its fourth quarter and fiscal year 2025 earnings on Wednesday, February 11, 2026. The company will host a conference call the same day at 10:00 a.m. Eastern Time to discuss Q4 and full-year 2025 results and provide first-quarter 2026 guidance.
The call will be webcast via the Investor Relations site at https://ir.towersemi.com/. Participants must pre-register to receive dial-in details and a unique PIN; a confirmation email will include all necessary information. The teleconference replay will be available for 90 days.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced a strategic collaboration with LightIC to apply Tower’s mature silicon photonics foundry platform to LightIC’s FMCW LiDAR products, including the Lark long-range automotive LiDAR and FR60 compact LiDAR for robotics and Physical AI.
The release cites Yole Group forecasts: automotive LiDAR market to grow from $859M (2024) to $3.6B (2030) (CAGR 24%) and the broader LiDAR market to reach $6.3B by 2027. The partnership aims to improve optical integration, SWaP-C, and manufacturability for velocity-aware 4D FMCW LiDAR.
Tower Semiconductor (NASDAQ/TASE: TSEM) announced company representatives will attend the 28th Annual Needham Growth Conference on Tuesday, January 13 and Wednesday, January 14. The event takes place at the Lotte New York Palace Hotel in New York and will include opportunities for one-on-one investor meetings. Interested investors are instructed to contact the conference organizers or email investor relations at towersemi@kcsa.com.